PAG Mobile vs Prosperity Advisers Group Usage & Stats
Clients of Prosperity Advisory Group, LLC can now stay on track with their financial prosperity anytime, anywhere with access to their portfolio balance, performance information, and secure document sharing on the go.
Important Notices and Disclosures
To use this app, you must be a registered user of the Prosperity Advisory Group, LLC client portal. To register for first time access or help resetting login credentials, please contact your advisor’s office. Please note, this app is for information reporting purposes only. To initiate transactions or to make changes to your information / accounts, please contact the advisor’s office directly. Information reported on the app does not supersede any information you receive from the reporting financial institution directly.
Securities offered through Cadaret, Grant & Co, Inc., Syracuse NY - Member FINRA and SIPC. Advisory Services offered through Prosperity Advisory Group, LLC, an SEC Registered Investment Advisor. Prosperity Advisory Group, LLC, and Cadaret, Grant & Co, Inc. are separate entities.
- Apple App Store
- Free
- Finance
Store Rank
- -
Welcome to the Prosperity Advisers Group app. The purpose of our app is to keep you up to date and help you with your finance, accounting, wealth and taxation needs, plus make it even easier for you to communicate and interact with us.
Some key features are:
• Access to helpful checklists and tips, as well as our thought leadership blog, timely alerts and monthly newsletters
• Links to government and third party applications and portals
• Ability to provide feedback so we can continue to improve how we help you
• Access to info videos and registration for a range of applications and tools
To ensure you get the most out of the app and receive alerts about important legislative changes or events, we recommend you enable push notifications and register your interest areas in the settings menu.
For help, please email mail@prosperityadvisers.com.au.
* Please note that we are not a government entity, nor are we a representative of any government entity. For your convenience we have included the government websites in our app under the Gov Services which may be of some interest to you.
*Privacy Policy: Please click on this link for our privacy policy
We hope you enjoy using the Prosperity Advisers Group app.
- Apple App Store
- Free
- Finance
Store Rank
- -
PAG Mobile VS. 
Prosperity Advisers GroupDecember 19, 2024